EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$7.24M
3
+$7.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$6.89M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$6.72M

Top Sells

1
+$6.64M
2
+$2.74M
3
+$2.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.06M
5
PLTR icon
Palantir
PLTR
+$1.73M

Sector Composition

1 Technology 12.26%
2 Financials 6.71%
3 Consumer Discretionary 6.69%
4 Industrials 3.38%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3151
$550 ﹤0.01%
+15
3152
$550 ﹤0.01%
+6
3153
$547 ﹤0.01%
+13
3154
$547 ﹤0.01%
5,000
3155
$545 ﹤0.01%
14
3156
$545 ﹤0.01%
159
+31
3157
$545 ﹤0.01%
6
+3
3158
$544 ﹤0.01%
+18
3159
$544 ﹤0.01%
+21
3160
$543 ﹤0.01%
14
3161
$543 ﹤0.01%
337
3162
$540 ﹤0.01%
6
-63
3163
$539 ﹤0.01%
+11
3164
$538 ﹤0.01%
+38
3165
$537 ﹤0.01%
+26
3166
$537 ﹤0.01%
+45
3167
$537 ﹤0.01%
+30
3168
$537 ﹤0.01%
+386
3169
$536 ﹤0.01%
+12
3170
$536 ﹤0.01%
267
-429
3171
$534 ﹤0.01%
+27
3172
$532 ﹤0.01%
+24
3173
$529 ﹤0.01%
145
-14,855
3174
$526 ﹤0.01%
14
-127
3175
$526 ﹤0.01%
+11
125 126
127
128 129